Q4 Selling Checklist

For me Q4 has nothing to do with pumpkin spice or any fabulous fall color, although I do love the trees on the East coast.

Nope. Q4 is the selling season!

Why?

Because the vast majority of your clients and prospective clients run on a calendar year budget. And that means you need to be in front of them in the next two and half months to ensure that you are in the budget for 2026. Because, really, how many sales meetings are taking place after December 15?

And sometimes, just sometimes, you'll luck into one of those organizations desperate to spend all of their 2025 budget and you'll pick up work right away. Or after December 15.

Here's a checklist for you to make the most of the last three months of 2025:

✅Re-connect with any prospects who did not buy earlier this year (there's a good chance they'll press go this time around)

✅Schedule check-ins with every current client (what are their 2026 goals and how can you be of service?)

✅Plan an outreach campaign for any target prospects (remember - this needs to be value based)

✅Confirm the fiscal year end for everyone you speak with (this will help you replicate this process at the right time for every client and prospect, just back it out three months)

My content strategist friend, Monika Jansen, is going to combine my checklist activities with her Q4 marketing activities and report back. Stay tuned for our report on what’s worked!